Eaton Vance California Municipal Income Trust
CEV- Exchange
- NYSE
- SEC CIK
- 0001074692
No open-market purchases or sales by Eaton Vance California Municipal Income Trust insiders were filed in the last 90 days; 34 institutions reported holding it in 13F filings for Q2 2026, worth $11.9M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Eaton Vance California Municipal Income Trust as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- +3 vs. Q2 2023
- Shares held
- 2.17M
- +279.2K (+14.8%) vs. Q2 2023
- Total value
- $19.8M
- +$982.9K (+5.2%) vs. Q2 2023
- New holders
- 5
- 11 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CEV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 34 | $11.9M |
| Q1 2026 | 34 | $12.5M |
| Q4 2025 | 33 | $12.4M |
| Q3 2025 | 35 | $15.4M |
| Q2 2025 | 34 | $16.8M |
| Q1 2025 | 32 | $17.8M |
| Q4 2024 | 33 | $18.1M |
| Q3 2024 | 30 | $22.0M |
| Q2 2024 | 30 | $27.2M |
| Q1 2024 | 28 | $25.6M |
| Q4 2023 | 29 | $25.3M |
| Q3 2023 | 28 | $19.8M |
| Q2 2023 | 25 | $18.8M |
| Q1 2023 | 27 | $18.8M |
| Q4 2022 | 22 | $16.7M |
| Q3 2022 | 21 | $12.3M |
| Q2 2022 | 20 | $13.2M |
| Q1 2022 | 24 | $12.8M |
| Q4 2021 | 23 | $13.5M |
| Q3 2021 | 25 | $16.2M |
| Q2 2021 | 26 | $20.1M |
| Q1 2021 | 25 | $18.5M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 644,516 | $5.90M | 0.19% | +69,042+12.0% | Added |
| Logan Stone Capital, LLC | 194,780 | $1.78M | 0.49% | +54,427+38.8% | Added |
| Rivernorth Capital Management, LLC | 182,486 | $1.67M | 0.09% | +163,968+885.5% | Added |
| Advisors Asset Management, Inc. | 175,315 | $1.61M | 0.03% | −7,793−4.3% | Reduced |
| Guggenheim Capital LLC | 141,442 | $1.30M | 0.01% | −17,028−10.7% | Reduced |
| Almitas Capital LLC | 131,118 | $1.20M | 0.58% | +39,231+42.7% | Added |
| Matisse Capital | 107,178 | $981.8K | 0.69% | 00.0% | Unchanged |
| Morgan Stanley | 99,185 | $908.5K | 0.00% | −3,581−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 71,913 | $658.7K | 0.04% | −14,467−16.7% | Reduced |
| Sit Investment Associates Inc | 71,117 | $651.0K | 0.02% | +15,221+27.2% | Added |
| Advisor Group Holdings, Inc. | 58,100 | $532.2K | 0.00% | +3,000+5.4% | Added |
| Vivaldi Capital Management, LLC | 51,125 | $468.3K | 0.15% | −459−0.9% | Reduced |
| Channel Wealth LLC | 30,121 | $275.9K | 0.15% | −10,730−26.3% | Reduced |
| UBS Group AG | 24,455 | $224.0K | 0.00% | +287+1.2% | Added |
| Fort Point Capital Partners LLC | 20,817 | $190.7K | 0.03% | +20,817 | New |
| Raymond James & Associates | 20,700 | $189.6K | 0.00% | +7,500+56.8% | Added |
| LPL Financial LLC | 20,605 | $188.7K | 0.00% | +7,505+57.3% | Added |
| Melfa Wealth Management, LLC | 20,453 | $187.3K | 0.20% | +101+0.5% | Added |
| First American Trust, FSB | 20,000 | $183.2K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 20,000 | $183.2K | 0.00% | +20,000 | New |
| Wells Fargo & Company | 19,478 | $178.4K | 0.00% | +10.0% | Added |
| Wealthspire Advisors, LLC | 14,391 | $131.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,757 | $98.5K | 0.00% | +10,757 | New |
| Royal Bank of Canada | 4,956 | $45.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,657 | $33.5K | 0.00% | +3,657 | New |
| Whittier Trust Co | 2,840 | $26.0K | 0.00% | −1,044−26.9% | Reduced |
| Hollencrest Capital Management | 2,370 | $21.7K | 0.00% | −2,100−47.0% | Reduced |
| Comerica Bank | 1,225 | $11.2K | 0.00% | +1,225 | New |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −64,499−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −15,801−100.0% | Sold out |